Missed The Boat? Cathie Wood's ARKK Completely Lost Out On Nvidia's Monster Run.
Missed The Boat? Cathie Wood's ARKK Completely Lost Out On Nvidia's Monster Run.
Up And Up
向上和向上
Nvidia (NASDAQ:NVDA) made history Thursday, adding $273 billion in value in a single day. That is the most ever recorded. The AI chipmaker is now the 4th largest company in the world, sitting just behind Saudi Aramco (TADAWUL: 2222) and just ahead of Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOG).
英伟达（纳斯达克股票代码：NVDA）周四创造了历史，一天之内增加了2730亿美元的价值。这是有史以来记录最多的。这家人工智能芯片制造商现在是全球第四大公司，仅次于沙特阿美（TADAWUL：2222），仅次于亚马逊（纳斯达克股票代码：AMZN）和Alphabet（纳斯达克股票代码：GOOG）。
Thursday's bump came after the most recent earnings call; the company once again beat expected revenue and earnings per share. The numbers it is forecasting for the next quarter are also higher than many analysts expected.
周四的涨势是在最近的财报电话会议之后出现的；该公司再次超过了预期的收入和每股收益。它对下一季度的预测数字也高于许多分析师的预期。
Since the AI craze began in early 2023, Nvidia's stock has risen well over 350%. The company is a primary piece in manufacturing the chips that power AI servers and has enjoyed the mantle of the go-to AI stock.
自2023年初人工智能热潮开始以来，英伟达的股票已经上涨了350％以上。该公司是制造为人工智能服务器提供动力的芯片的主要参与者，并一直享有 AI 首选股票。
Cathie's View
凯西的观点
Why then does Cathie Wood hold no NVIDIA in the ARK Innovation ETF (NYSE:ARKK)? Well, she did. Then, in January of 2023, at the inflection point of NVIDIA's meteoric rise, she sold the last of her shares.
那么，为什么 Cathie Wood 在 ARK Innovation ETF（纽约证券交易所代码：ARKK）中没有持有 NVIDIA？好吧，她做到了。然后，在2023年1月，在NVIDIA飞速崛起的转折点，她卖出了最后一股股票。
Essentially, Wood believes NVIDIA to be overvalued and prefers, as is part of her philosophy, to invest in smaller AI stocks with what she sees as having more to grow. Wood has described Nvidia as "easy," "really expensive" and "very obvious".
从本质上讲，伍德认为NVIDIA被高估了，她更喜欢投资规模较小的人工智能股票，因为她认为还有更多增长空间，这是她的理念的一部分。伍德将Nvidia描述为 “简单”、“非常昂贵” 和 “非常明显”。
After the sale, Wood said, "We're just pivoting to another set of plays that most people have not discovered yet. Much like they did not understand that Nvidia was an AI play, really, until very recently."
拍卖结束后，伍德说：“我们只是转向另一组大多数人尚未发现的剧本。就像他们直到最近才明白 Nvidia 是一款真正的人工智能游戏一样。”
Wood prefers companies like UiPath Inc. (NYSE:PATH) and Twilio Inc. (NYSE:TWLO).
伍德更喜欢像UiPath Inc.（纽约证券交易所代码：PATH）和Twilio Inc.（纽约证券交易所代码：TWLO）这样的公司。
Max View
最大视图
Traders bullish on Wood and her fund can buy the ETF directly or for those who want to further maximize their view, leveraged funds can help. For example, the award-winning AXS 2X Innovation ETF (NASDAQ:TARK) aims to return twice the daily return of ARKK.
看好伍德及其基金的交易者可以直接购买ETF，或者对于那些想要进一步最大化视野的人，杠杆基金可以提供帮助。例如，屡获殊荣的AXS 2X创新ETF（纳斯达克股票代码：TARK）的目标是ARKK每日回报率的两倍。
And for traders not buying what Wood is selling, AXS offers an option for the bears. The AXS Short Innovation Daily ETF (NASDAQ:SARK), which aims to return the inverse performance of ARKK, can be an attractive option.
对于不买入伍德所卖商品的交易者，AXS为空头提供了选择。旨在回报ARKK反向表现的AXS空头创新每日ETF（纳斯达克股票代码：SARK）可能是一个有吸引力的选择。
TARK was just awarded Best ETF Launch at Benzinga's 2023 Fintech Awards. The innovative fund was launched in May of 2022 and the care and skill with which the fund is operated is clear.
TARK 刚刚获奖 最佳ETF上市时间 在 Benzinga 的 2023 年金融科技大奖上。该创新基金于2022年5月启动，该基金的运作谨慎和技巧显而易见。
Photo by Matteo Miliddi on Unsplash
照片由 Matteo Miliddi 在 Unsplash 上拍摄